First National Bank of Mount Dora’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

First National Bank of Mount Dora’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,656	Closed	-$289K	–	123
2022 Q2	$289K	Buy	+5,656	New	+$295K	0.1%	107

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First National Bank of Mount Dora's IGIB Position: Q3 2022 in Review

First National Bank of Mount Dora sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 5,656 shares — an estimated $289K sold.

First National Bank of Mount Dora first reported a position in IGIB in Q2 2022 and held it in 1 quarter. The position peaked at $289K in Q2 2022. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

First National Bank of Mount Dora reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of Mount Dora sold 5,656 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $289K.
First National Bank of Mount Dora first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
First National Bank of Mount Dora's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $289K in Q2 2022.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on First National Bank of Mount Dora's 13F filing for Q3 2022, filed 6 Oct 2022.